Doty Equity Advisors, Inc.

Overview

Doty Equity Advisors, Inc. is a small, fee-based registered investment adviser that focuses on discretionary portfolio management for individuals and small businesses. The firm runs equity-centric strategies, allocating the vast majority of client capital to exchange-traded equities and complementing those positions with mutual funds where appropriate. Investment decisions appear driven by liquid, publicly traded instruments rather than illiquid or private-market exposures. The firm charges a percentage-of-AUM advisory fee and operates as an owner-led boutique practice serving a concentrated client base. The adviser does not position itself as an ESG investor and is not structured as a multi-state advisory platform or pension consultant. Its stated business activity is portfolio management for individual and small business clients, which suggests tailored, account-level management (separate managed accounts) rather than packaged pooled-product management.

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Location & Offices